CFO SERVICES

We help executive teams save time and make better strategic financial decisions to grow their bottom line and build confidence among investors.

DATA-DRIVEN DECISIONS

We help management focus efforts to achieve market-leading results. We work with our clients at all points along the growth curve. From inception to merger or acquisition, our team of professionals provides a turn-key finance and accounting solution.

FREEDOM TO FOCUS

We consolidate cap table tools, accounting software and financial reporting into one process managed by a single team

Instead of cookie-cutter services that don't deliver, we develop customized, flexible, and fairly priced CFO support

Our team has seen it all. We leverage our extensive experience to guide companies with the right strategy

Service Area Expertise

FINANCIAL MODELING

Easily forecast sales & revenue, accurately design budgets, and properly plan capital raising activities on a month to month basis. By determining zero-base variable assumptions and articulating a complete set of monthly financial projections in an Excel-based model, we help both management and potential investors alike develop a clear understanding of where the business is headed. Contact our team to learn more about a customized financial model.

BUSINESS ANALYTICS

Start making strategic decisions based on insightful analysis and key performance indicators. We work with internal stakeholders to gather and synthesize all available information and distill facts into concise reports, financial models or dashboards for you and your team. Whether you are a new venture starting from the “back of a napkin” or a large growing company with formal decision processes, we help you implement the use of rigorous analytics as an underpinning of all financial and strategic decision making. Schedule a free consultation on how to improve your decision-making.

ACCOUNTING

Save time and increase growth through the cost-effective, professional management of your accounts, day-to-day customer payments, invoices, bill payment, disbursements, and withdrawals to grow your business. Our full service team ensures your company runs smoothly with an eye for growth by providing expert guidance and advice along side detailed accounting. Speak with our team about outsourcing your accounting.

FUNDRAISING

Fast-track fundraising efforts and properly present your company’s opportunity to the right set of investors. Venture First works on behalf of our clients to secure equity and debt financing in an intelligent, systematic, and expeditious manner. Our professionals have worked with hundreds of individual and institutional investors across the country to secure investments. Deliverables vary by client but services include creation of pitch decks, investor target lists, deal structuring, deal negotiations, and communication with interested parties. Submit a request for fundraising support.

Certified and Trusted

We partner with our clients to amplify their team and upgrade their backoffice

CPA Certification

Certified Valuation Analyst Designation

Accredited in Business Valuation

Case Study

5X ROI

Know Your Valuation. Plan Your Next Raise. Increase ROI.

Learn how we helped HAN build a financial model that helped them avoid dilution & plan for hiring to scale.